Service calls can be viewed or created in the Customer Hub or they can be created in Service Management. To create a new service call from the Customer Hub, see Creating a Service Call.
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Viewing Service Calls
- To view the service call(s) for a customer location, select a customer in the Customer Hub.
- In the details section of the Customer Hub, select the Service Call tab.
- In this tab, you can:
- Double-click the service call to open the service call window in the Schedule tab. See Viewing/Editing the Service Call.
- Right-click a service call and select from the following:
- Add Note
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Opens the Service Call note window. See Working with Notes and Attachments.- Add Attachment
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Opens the Service Call attachment window. See Working with Notes and Attachments.- View Notes
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Opens the Notes/Attachments window. See Working with Notes and Attachments. (Displays if a note exists.)- View Attachments
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Opens the Notes/Attachments window.
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- See Working with Notes and Attachments. (Displays if an attachment exists.)
- Open Service Call
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Opens the Service Call window on the Schedule tab. See Viewing/Editing the Service Call.- New Appointment
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Opens the New Appointment window on the Schedule tab.
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- See Creating Additional Appointments.
- Appointment Wizard
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Opens the Appointment Wizard on the Schedule tab.
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Available Data Columns
The default columns that display are:
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- Notes
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- Attachments
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- Service Call
- Call Date
- Description
- Type
- Problem Type
- Primary Resource
- Status
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- Priority
- Completed
- Division
- Service Area
- Caller Name
- Caller Email Address
- Caller Phone #
- Service_User_Define_1
You can add the following columns:
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- Salesperson
- Contract Number
- Estimate Hours
- Affiliate
- Region
- Branch
- Original Work Order
- Job Number
- Resolution
- Modified Date
- Bill Customer
- Bill Location
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- Modified User
- Priority UDF Label
- UDF 1 Label
- UDF 2 Label
- UDF 3 Label
- UDF 4 Label
- Opened Date
- Service Call Source
- Service Call Source ID 1
- Service Call Source ID 2